Hormel Foods (NYSE:HRL) Issues Q4 2025 Earnings Guidance

Hormel Foods (NYSE:HRL) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.380-0.400 for the period, compared to the consensus estimate of 0.480. The company issued revenue guidance of $3.2 billion-$3.3 billion, compared to the consensus revenue estimate of $3.2 billion. Hormel Foods also updated its FY 2025 guidance to 1.430-1.450 EPS.

Hormel Foods Stock Performance

NYSE HRL opened at $29.02 on Thursday. Hormel Foods has a 1 year low of $27.59 and a 1 year high of $33.80. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.47 and a quick ratio of 1.17. The firm has a market cap of $15.96 billion, a price-to-earnings ratio of 21.33, a PEG ratio of 3.27 and a beta of 0.31. The company has a fifty day moving average price of $29.42 and a 200-day moving average price of $29.67.

Hormel Foods (NYSE:HRL) last posted its earnings results on Thursday, August 28th. The company reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.41 by ($0.06). Hormel Foods had a return on equity of 10.20% and a net margin of 6.27%.The firm had revenue of $3.03 billion during the quarter, compared to the consensus estimate of $2.98 billion. During the same quarter in the previous year, the company earned $0.37 EPS. The business’s revenue was up 4.6% compared to the same quarter last year. Hormel Foods has set its Q4 2025 guidance at 0.380-0.400 EPS. FY 2025 guidance at 1.430-1.450 EPS. As a group, equities research analysts predict that Hormel Foods will post 1.65 EPS for the current fiscal year.

Analysts Set New Price Targets

HRL has been the subject of several recent analyst reports. Stephens reiterated an “equal weight” rating and issued a $31.00 target price on shares of Hormel Foods in a research note on Thursday, May 22nd. JPMorgan Chase & Co. raised shares of Hormel Foods from a “neutral” rating to an “overweight” rating and boosted their price target for the stock from $29.00 to $34.00 in a report on Wednesday, August 20th. The Goldman Sachs Group began coverage on shares of Hormel Foods in a report on Monday, June 23rd. They issued a “buy” rating and a $35.00 price target on the stock. BNP Paribas raised shares of Hormel Foods from a “strong sell” rating to a “hold” rating in a report on Tuesday, May 27th. Finally, BNP Paribas Exane raised shares of Hormel Foods from an “underperform” rating to a “neutral” rating and set a $30.00 price target on the stock in a report on Tuesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $33.00.

Institutional Investors Weigh In On Hormel Foods

Institutional investors have recently added to or reduced their stakes in the business. MUFG Securities EMEA plc purchased a new stake in Hormel Foods during the second quarter valued at about $26,000. EverSource Wealth Advisors LLC lifted its holdings in Hormel Foods by 214.4% during the second quarter. EverSource Wealth Advisors LLC now owns 4,731 shares of the company’s stock valued at $143,000 after purchasing an additional 3,226 shares during the last quarter. Caxton Associates LLP purchased a new stake in Hormel Foods during the first quarter valued at about $310,000. Brevan Howard Capital Management LP purchased a new stake in shares of Hormel Foods in the second quarter worth about $312,000. Finally, Boothbay Fund Management LLC purchased a new stake in shares of Hormel Foods in the second quarter worth about $341,000. 40.99% of the stock is owned by hedge funds and other institutional investors.

Hormel Foods Company Profile

Hormel Foods Corporation develops, processes, and distributes various meat, nuts, and other food products to retail, foodservice, deli, and commercial customers in the United States and internationally. It operates through three segments: Retail, Foodservice, and International segments. The company provides various perishable products that include fresh meats, frozen items, refrigerated meal solutions, sausages, hams, guacamoles, and bacons; and shelf-stable products comprising canned luncheon meats, nut butters, snack nuts, chili, shelf-stable microwaveable meals, hash, stews, tortillas, salsas, tortilla chips, nutritional food supplements, and others.